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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,094 | $123,793+210.3% | $177,848+116.0% | $79,856+381.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.68% | 22.82%-5.1pp | 48.33%-30.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $12,346 | $4,095+201.5% | $5,919+108.6% | $2,471+399.6% |
| Participant deferral / active EE | $15,361 | $5,956+157.9% | $7,714+99.1% | $3,741+310.7% |
| Admin fee / account holder | $5,077 | $7,243-29.9% | $12,431-59.2% | $5,306-4.3% |